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Before you start

How to use NCVO's financial procedures manual template

  • Governance

Writing the financial procedures manual

Read through all our detailed guidance before completing your financial procedures manual.

Introduction

Guidance for using NCVO's financial procedures manual templates

  • Governance

Financial responsibilities

Guidance for using NCVO's financial procedures manual templates

  • Governance

Delegation of authority

Guidance for using NCVO's financial procedures manual templates

  • Governance

Reserves policy

Guidance on reserves policies for your charity

  • Governance

Conflicts of interest

Incorporating conflicts of interest into your financial procedures manual

  • Governance

Segregation of duties

A basic building block of internal control

  • Governance

Exercising budgetary control and monitoring

Putting together a properly costed plan, and then using it to monitor progress

  • Governance

Controls on income

The Charity Commission expects organisations to know that their money is coming from somewhere reputable. This guidance explains what you can take.

  • Governance

Time to flex: Embracing flexible working

  • Employing and managing staff
  • Equity, diversity and inclusion

The Road Ahead 2022

  • Coronavirus
  • Responding to crises
  • Government and politics

UK Civil Society Almanac 2021

  • Government and politics
  • Involving volunteers

Levelling up: The role of charities and volunteering

  • Government and politics
  • Involving volunteers

Charities Bill: Lords Second Reading

  • Government and politics

Where power lies: How lived experience is engaged in voluntary sector governance and decision-making

  • Equity, diversity and inclusion
  • Governance

Rebalancing the Relationship: Final report

  • Employing and managing staff
  • Collaboration

Rebalancing the relationship: emerging findings and draft recommendations

  • Employing and managing staff
  • Collaboration

The Road Ahead 2021

  • Funding and income
  • Coronavirus
  • Responding to crises

Time Well Spent: Diversity and volunteering

  • Equity, diversity and inclusion
  • Involving volunteers

Supporting volunteers

How to support, supervise and get feedback from volunteers to improve their experience

  • Involving volunteers

Keeping volunteers

How to keep volunteers engaged and retain them at your organisation

  • Involving volunteers

Solving volunteer problems

How to recognise and address problems or issues with your volunteers

  • Involving volunteers

Dismissing a volunteer

How to dismiss a volunteer with fairness when other ways to solve a problem haven’t worked

  • Involving volunteers

Engaging and supporting young people to volunteer

Find out how other organisations have developed ways to engage young people in their volunteer programmes.

Thanking volunteers

How to thank your volunteers and show you appreciate their efforts

  • Involving volunteers

Training and development for volunteers

Make sure you offer the right volunteer training to help your volunteers do their roles

  • Involving volunteers

Accrediting volunteer learning

Acknowledge volunteers' training and experience through a certificate, accreditation or qualification

  • Involving volunteers

Employer-supported volunteering

How to support your staff to take part in volunteering opportunities

  • Involving volunteers

Ending volunteering well

How to make sure volunteers have a positive end to their time with your organisation

  • Involving volunteers

Charity finance skills (1 day)

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

Good practice in volunteer management (1 day)

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

Safeguarding essentials in charities (1 day)

All voluntary organisations have a duty to keep the people they work with safe from harm. This course introduces the basics of safeguarding within a charity context in England and highlights effective safeguarding practice

Advanced data protection (2 x 0.5 days)

This advanced course is specifically for data protection leads or officers in charitable organisations.

Better impact reporting (0.5 day)

This practical session will build your awareness of different types of reporting and support you to tell a compelling story through your reporting

Developing partnership working (0.5 day)

Discover how partnership working can help your organisation grow its impact and make the most of limited resources. Gain practical tools, legal insights and guidance to build strong and successful collaborations.

Managing people in the charity sector (2 days) - TEMPLATE

This course will equip managers in the voluntary sector with the skills and techniques they need to effectively manage paid members of staff

Designated safeguarding leads in charities (1 day)

This one-day training course provides an overview of the roles and responsibilities of safeguarding leads in charities in England

Data protection essentials (2 x 0.5 days)

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law